Brett Smith

Senior Financial Planner

Brett Smith has worked in the financial services industry for over 25 years and is passionate about helping clients achieve their goals and objectives.

Having held management roles and working through change, Brett has seen the value of strategic planning and how to be adaptable, as life does not typically follow one path! He likes to use this knowledge, together with his financial planning expertise, to help clients transition through the phases of life to help them live the life they want to live. Brett is also passionate about helping build financial wellbeing, and works with a small number of employers to run their workplace schemes and provide financial education to their employees.

When he's not working, Brett is kept on his toes by his family and comrades in sporting colours, and can sometimes be seen scrambling on the tennis court, golf course where fairways are purely optional, or behind the mask in goal. For some R&R, he loves to travel, eat, drink and listen to music.